January 3, 2024

Daily Summary Emails

New Feature

We know how important it is to you on top of your daily tasks and account activities. That's why we’re excited to introduce Proton's daily summary emails. Now, Proton users who own a list of accounts will receive a daily summary email at 9 am ET, summarizing key activities in Proton.

What's included in the daily email?

- Recent quotes since 3 days ago

- Tasks due in the next 24 hours.

Plus, if you’re using our pipeline feature:

- Opportunities that have changed stages since yesterday (e.g. from Quoting to Decision)

- Opportunities that have been created for you

- Open opportunities with a decision date approaching within the next 72 hours

We hope you find the emails to be a valuable tool for you and your team. As always, we value your feedback, so please feel free to share your thoughts with us.

Ready to make Proton your secret weapon?